Job Description
Jumpstart your investment career as a Retail Portfolio Operations Analyst in Vancouver. Collaborate with a dedicated team while enhancing analytical skills and improving operational processes.
Our Investment Resource Group in Vancouver is seeking a Retail Portfolio Operations Analyst to join our lively team. This role entails maintaining and analyzing client portfolio data while engaging collaboratively to enhance performance. The ideal candidate enjoys tackling challenges and is focused on continuous learning and process improvement.
Key Responsibilities:
• Maintain client cash and holdings records
• Coordinate with custodians for account transfers
• Respond to queries from the front office
• Produce detailed reports for High-Net-Worth clients
• Implement process enhancements for efficiency
Requirements:
• Undergraduate degree in Finance, Business, or Accounting
• Strong MS Excel capabilities
• Logi...
Our Investment Resource Group in Vancouver is seeking a Retail Portfolio Operations Analyst to join our lively team. This role entails maintaining and analyzing client portfolio data while engaging collaboratively to enhance performance. The ideal candidate enjoys tackling challenges and is focused on continuous learning and process improvement.
Key Responsibilities:
• Maintain client cash and holdings records
• Coordinate with custodians for account transfers
• Respond to queries from the front office
• Produce detailed reports for High-Net-Worth clients
• Implement process enhancements for efficiency
Requirements:
• Undergraduate degree in Finance, Business, or Accounting
• Strong MS Excel capabilities
• Logi...